by Manish Khatta | Aug 31, 2021 | Christopher, Manish, Podcasts
Schwab takes a charge for robo-advisor, Dynasty hires digital and tech leads, Carson Group valued at $1B, and 2021...
by Manish Khatta | Aug 2, 2021 | Christopher, Manish, Podcasts
It’s almost back to school, but we’re not done with summer news just yet. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated: AssetMark Closes on the Acquisition of Voyant (globalnewswire.com) Schwab Taking $200 Million Charge for...
by Christopher Norton | Jul 29, 2021 | Christopher, Jen, Podcasts
We’re back with Potomac Couch, and this time Director of Marketing, Christopher Norton, returns along with Director of Client Experience, Jennifer Burton, and Operations Associate Chelsea, Newcomb! After nearly 100 episodes of the Conquer Risk podcast… what do you do...
by Christopher Norton | Jul 20, 2021 | Christopher, Podcasts
Our Bull Bear Cereal has been a smash, but our brand refresh and new website launch fell flat. In this episode of Build in Public, we discuss how we f/**ed up: What we did wrong The cost of the mistake How we’ll do it differently next time We hope you enjoy and...
by Manish Khatta | Jul 8, 2021 | Christopher, Manish, Podcasts
It may be the middle of summer break, but the news isn’t slowing down. Grab your (iced) tea and join us as we rank what’s overrated and what’s underrated: Nautical Branding Principal Financial Group Axes RobustWealth for Advisors Betterment Bundle Investopedia Top 100...
by Manish Khatta | Jul 6, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
While not without challenges, if there was one song to describe our second quarter it would be that Lizzo earworm you just can’t get out of your head (even if Manish doesn’t have any hair to toss). As we enter Q3, the Potomac Leadership Team sits down to discuss major...
